V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.37B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$48M
3
+$38.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$36.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$29.9M

Top Sells

1
+$57.7M
2
+$19.8M
3
+$18.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.92M

Sector Composition

1 Financials 4.92%
2 Technology 4.07%
3 Healthcare 3.79%
4 Energy 3.17%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$353K 0.01%
6,218
+1,227
552
$352K 0.01%
10,308
-147
553
$350K 0.01%
3,632
554
$349K 0.01%
8,187
+365
555
$349K 0.01%
3,559
-1,767
556
$345K 0.01%
12,501
557
$345K 0.01%
40,000
558
$343K 0.01%
+12,111
559
$340K 0.01%
2,116
560
$338K 0.01%
23,344
-158
561
$338K 0.01%
3,618
+2
562
$336K 0.01%
4,509
+16
563
$333K 0.01%
3,492
+11
564
$332K 0.01%
1,339
+31
565
$331K 0.01%
6,320
566
$331K 0.01%
4,963
+2,295
567
$330K 0.01%
2,758
+558
568
$330K 0.01%
3,670
+585
569
$330K 0.01%
7,993
+466
570
$330K 0.01%
14,049
-5,566
571
$326K 0.01%
3,386
+182
572
$326K 0.01%
22,242
-4,295
573
$321K 0.01%
5,210
+151
574
$320K 0.01%
37,100
+3,400
575
$318K 0.01%
14,209
+1,252
21 22
23
24 25